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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,853 | $69,518-62.8% | $59,883-56.8% | $135,382-80.9% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.7%+0.3pp | 82.6%-7.6pp |
| Annual return | -28.17% | 7.95%-36.1pp | 3.46%-31.6pp | 519.77%-547.9pp |
| Employer contribution / active EE | $4,370 | $3,235+35.1% | $2,722+60.5% | $4,779-8.6% |
| Participant deferral / active EE | $9,450 | $4,204+124.8% | $3,402+177.8% | $5,609+68.5% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,829-100.0% |